How it Works

Several Watchdog tools gather data for you and produce reports that help you make informed decisions. Plus, we provide sophisticated tools that help you track performance, monitor risk exposure, and evaluate investment expenses. You achieve your financial goals because you make the right decisions the first time. 

No Registration Required

Several Watchdog tools are accessible on our external website - no registration required. A more extensive selection of tools and data are available on our internal site. You must be a Watchdog User to access these tools.

Open an Account

Open a Watchdog User account today! It only takes a minute and  You have online access to all FREE Watchdog tools, reports, and communications that are stored in your personal Watchdog User account. 

Safe & Secure

We never ask for personal financial data such as Social Security, bank, credit card, or brokerage account number. Any information that we gather from you or for you is protected by the same security system that is used by major banks (SSL technology; 128 bit encryption)

Select Tools & Information

You have instant access to all of the online tools and information that we provide free to our Users. You select the tools you need based on your current situation. Selecting a new advisor? Monitoring a current advisor? Tracking your performance? Evaluating your expenses? 

We Gather Data for You

We know the right questions to ask so you don't have to. One of our most valuable services is gathering data that you use to make important financial decisions. It stands to reason you make better decisions when you have the facts.

We Produce Reports

Based on years of experience, we can tell you advisor information is much more accurate when they document it. You have the information you need to make decisions and you have a permanent record of the advisors' responses.

We Rate Advisor Responses

We are not just another of source of information. You are already inundated with information. We use the data we receive from advisors to produce ratings so you know good answers from bad ones.  

You Make Better Decisions

Whether you are selecting a new financial advisor or monitoring a current one, you make better decisions when you have the facts. You select higher quality advisors. You know your investments are producing competitive returns. You know you are paying reasonable investment expenses. You know your risk exposure matches your tolerance for risk. You identify problems quicker so they do less damage. You have more assets for your future use.